Ballew Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $102K | Sell |
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|
2018
Q2 | $130K | Buy |
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|
2018
Q1 | $121K | Buy |
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